MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.54M
3
+$3.52M
4
DE icon
Deere & Co
DE
+$3.09M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.07M

Top Sells

1
+$3.81M
2
+$3.58M
3
+$3.22M
4
MA icon
Mastercard
MA
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.68M

Sector Composition

1 Technology 19.59%
2 Financials 9.37%
3 Consumer Discretionary 9.07%
4 Healthcare 8.98%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$7.13K ﹤0.01%
60
+10
1077
$7.11K ﹤0.01%
221
+24
1078
$7.08K ﹤0.01%
188
-104
1079
$7.08K ﹤0.01%
69
+29
1080
$7.07K ﹤0.01%
272
+12
1081
$7.04K ﹤0.01%
35
1082
$7.02K ﹤0.01%
186
+5
1083
$7.02K ﹤0.01%
81
+11
1084
$7.02K ﹤0.01%
792
+324
1085
$7.02K ﹤0.01%
220
+97
1086
$7.01K ﹤0.01%
39
1087
$6.94K ﹤0.01%
123
-231
1088
$6.91K ﹤0.01%
107
-161
1089
$6.87K ﹤0.01%
125
+95
1090
$6.85K ﹤0.01%
85
1091
$6.83K ﹤0.01%
249
-224
1092
$6.82K ﹤0.01%
178
-35
1093
$6.8K ﹤0.01%
159
+6
1094
$6.79K ﹤0.01%
305
+69
1095
$6.78K ﹤0.01%
295
-40,841
1096
$6.77K ﹤0.01%
57
-96
1097
$6.76K ﹤0.01%
87
1098
$6.75K ﹤0.01%
121
+47
1099
$6.71K ﹤0.01%
59
+47
1100
$6.71K ﹤0.01%
26
42 43
44
45 46